We are an Independent, Fee-Only Financial Planning and Investment Management Firm located in Annapolis, Anne Arundel County, MD.
130 Admiral Cochrane Drive, Suite 200 | Annapolis, MD 21401
Telephone: 410-224-0097 Fax: 267-535-2855
At Rockwood Wealth Management our financial advisors are dedicated to the delivery of comprehensive financial plans and risk controlled portfolios as unique as the clients for whom they are individually tailored. We firmly believe that maintaining a Fee-Only practice is the most ethically responsible method for accomplishing our clients goals and strengthening client relationships. For this reason our financial advisors offer no proprietary products, accept no commissions, and recommend only no-load financial instruments.
Our mission is to provide professional, independent, Fee-Only financial planning and asset management services. A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests. We strive to foster trust by understanding both your financial and personal goals and developing and executing strategies appropriate to your individual needs.
As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in our clients' best interests.
To take control of your financial future today, contact a professional at Rockwood Wealth Management today.
Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions.